See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,425 | $153,772-55.5% | $133,980-48.9% | $273,961-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.52% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,494 | $6,029-25.5% | $5,211-13.8% | $4,869-7.7% |
| Participant deferral / active EE | $1,826 | $6,958-73.8% | $6,282-70.9% | $5,287-65.5% |
| Admin fee / account holder | $23,994 | $11,765+103.9% | $9,324+157.3% | $10,132+136.8% |